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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 11/1998 | 09/2024 |
| Bank Of America, N.A. | San Antonio | TX | 04/2017 | 09/2024 |
| Morgan Stanley Smith Barney Llc | San Antonio | TX | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2024 | Present |
*665004 - Apollo FO LLC; Investment related: Yes; San Antonio, Texas; Automotive/Transportation; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-19 |
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